About CVCapital

CVCapital was founded in 2007 and is an international investment bank specializing in strategic financing and industrial mergers and acquisitions. The company is deeply engaged in fields such as TMT, consumption, healthcare, and advanced manufacturing, providing services such as private equity financing, mergers and acquisitions, and listing consulting for high-growth enterprises. CVCapital brings together many financial talents with profound industry knowledge and rich transaction experience, and has a global perspective. In 2014, CVCapital expanded overseas, obtained a US brokerage license, and established offices in North America, Europe, Asia, and other places. With professional services, CVCapital has participated in several typical industry cases, helping enterprises achieve strategic upgrades.

Business pain points
• The customer currently uses Salesforce as the business system.
• The registration of investment institutions and investor visit information through Teams and Excel has low collaboration efficiency, and the data cannot be effectively utilized.
• The cost is high, and the user experience is not good.
• The customer hopes to have a set of professional customized platforms to meet the needs of the business department. Such as business opportunity management, customer management, report management, etc.

Solution
Nova has developed a business management system through the Microsoft Power Platform development platform, ensuring user experience, future scalability, data security, and permission control.

Customer benefits
• Based on the development of the Power Platform platform, we ensure the consistency of the platform account with the M365 identity.
• The platform can be effectively associated with M365 components, such as Sharepoint, email, etc.
• User permissions can be strictly controlled, and the security of the platform and data can be guaranteed through functions such as MFA and threat protection.
• Data can be seamlessly connected to Power BI.